National Account Executive
National Account Executive
Contract
Indianapolis, IN
(Hybrid)
Compensation DOE: up to $70/hr.
Seeking a National Account Executive to drive sales growth and strengthen distribution relationships within the independent marketing organization (IMO) channel. This position is ideal for a relationship-driven sales professional with strong annuity expertise who thrives on developing producer networks, supporting advisors, and executing strategic growth initiatives.
This role will focus on expanding distribution, recruiting new annuity producers, and supporting existing advisors through education, training, and strategic marketing initiatives.
What You’ll Do as a National Account Executive:
As a National Account Executive, you will build and manage relationships with IMOs, agents, and advisors while executing strategies that drive premium growth and long-term business retention.
National Account Executive Responsibilities Include:
- Achieving sales and premium growth targets through strategic relationship management with IMOs and producers
- Developing and executing revenue growth strategies across the independent distribution channel
- Recruiting and onboarding new annuity producers while supporting and expanding existing relationships
- Educating agents and advisors on product features, benefits, applications, and compliance requirements
- Hosting training sessions, webinars, and promotional seminars to drive advisor engagement
- Collaborating with marketing teams to develop campaigns, sales initiatives, and product launches
- Proactively contacting advisors to communicate product updates, rates, and new opportunities
- Acting as a liaison between advisors and internal departments to resolve product or process issues
- Analyzing competitor activity, market trends, and demographic data to identify new opportunities
- Tracking sales activity, meetings, campaigns, and opportunities within the CRM system
- Partnering with leadership and internal teams to support retention strategies and long-term growth
- Preparing sales reports and maintaining strong product and industry knowledge
What We’re Looking For in a National Account Executive:
- Bachelor’s degree or equivalent work experience
- 7–10 years of experience in financial services sales, distribution, or relationship management
- Strong experience working within the IMO / independent distribution channel
- Demonstrated success building sales relationships and expanding distribution networks
- Strong knowledge of annuity products and advisor distribution models
- Proven ability to recruit, develop, and retain high-performing producers
- Strong presentation and public speaking abilities
- Excellent communication, relationship-building, and organizational skills
- Ability to work independently while managing multiple priorities in a fast-paced environment
- High attention to detail with strong problem-solving and analytical skills
- Experience working with CRM systems and tracking sales activity
Perks & Benefits
- Hybrid work environment based in Indianapolis
- Opportunity to work with a highly specialized investment platform
- Strong growth potential within a rapidly expanding financial services organization
- Collaborative leadership team and high-impact sales environment
Send your resume to Kelly Maxwell